Correspondence Fragment rules
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Records can be created in various ways. You can add a brand new record to your application or copy an existing one. Existing rules can be specialized by creating a copy into a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. Data instances may be copied but do not support specialization as they are not versioned.
Based on your use case, the Create, Save As or Specialization form is used to create the record. The number of fields and available options vary by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:
This help topic then identifies the key parts and options that are applicable to the record type you are creating.
Create a correspondence fragment rule by selecting Correspondence Fragment
from the Process
category.
A correspondence fragment rule has two key parts:
Field |
Description |
Stream Name | Enter a name of your choice for this fragment. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters. |
Correspondence Type | Identify a correspondence type in which this fragment is to be available. (A correspondence type is a key to a Rule-CorrType instance.) |
When searching for a correspondence fragment rule, the system: